TWP
TMHC

TFO Wealth Partners’s Taylor Morrison TMHC Stock Holding History

TFO Wealth Partners’s Portfolio TMHC Stock Details TMHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-5
Closed -$311 – 677
2024
Q1 		$311 Hold
5
– – ﹤0.01% 386
2023
Q4 		$267 Sell
5
-18
-78% -$805 ﹤0.01% 549
2023
Q3 		$1.12K Buy
23
+18
+360% +$847 ﹤0.01% 262
2023
Q2 		$244 Hold
5
– – ﹤0.01% 456
2023
Q1 		$191 Sell
5
-2
-29% -$70 ﹤0.01% 490
2022
Q4 		$515 Buy
+7
New +$195 ﹤0.01% 473

Other funds holding TMHC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

TFO Wealth Partners's TMHC Position: Q2 2024 in Review

TFO Wealth Partners sold out of Taylor Morrison (TMHC) in Q2 2024, closing a stake of 5 shares — an estimated $311 sold.

TFO Wealth Partners first reported a position in TMHC in Q4 2022 and held it in 6 quarters. The position peaked at $1.12K in Q3 2023. 380 funds tracked by Wall St. Rank hold TMHC as of Q2 2024.

  • TFO Wealth Partners reported no remaining Taylor Morrison position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 5 Taylor Morrison shares in Q2 2024, an estimated $311.
  • TFO Wealth Partners first reported a position in Taylor Morrison in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Taylor Morrison position peaked at $1.12K in Q3 2023.
  • 380 funds tracked by Wall St. Rank held Taylor Morrison as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.